+721.4%
XRT vs UPRO
+12,137.2%
-11,415.8%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.8% | -2.6% | -2.0% |
| 7D | +0.9% | -8.7% | +9.6% | +3.9% |
| 30D | +7.9% | -16.9% | +24.8% | +14.6% |
| 3M | -0.2% | -15.3% | +15.1% | +5.1% |
| 6M | +5.6% | -5.7% | +11.3% | +6.2% |
| YTD | +5.7% | +12.1% | -6.4% | -0.8% |
| 1Y | +14.6% | +16.4% | -1.8% | +5.8% |
| 3Y | +50.7% | +210.5% | -159.9% | -7.1% |
| 5Y | -4.8% | +82.4% | -87.2% | -33.7% |
| 10Y | +152.6% | +1,144.5% | -991.9% | -27.1% |
| All | +721.4% | +12,137.2% | -11,415.8% | -17.1% |
Cumulative growth
Daily Returns
Daily percentage return beside UPRO.
Daily Out/Under-Performance
Portfolio return minus UPRO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UPRO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded UPRO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling